See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $481,761 | $77,314+523.1% | $177,989+170.7% | $80,856+495.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 18.40% | 18.09%+0.3pp | 294.48%-276.1pp | 35.59%-17.2pp |
| Employer contribution / active EE | $9,142 | $2,292+298.8% | $3,949+131.5% | $2,755+231.8% |
| Participant deferral / active EE | $13,635 | $4,411+209.1% | $6,276+117.3% | $4,296+217.4% |
| Admin fee / account holder | $38,426 | $7,191+434.4% | $10,363+270.8% | $6,918+455.4% |